Cavalry Management Group’s FIVE9 FIVN Stock Holding History

Cavalry Management Group’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-83,985	Closed	-$6.07M	–	22
2023 Q1	$6.07M	Buy	+83,985	New	+$6.01M	3.49%	12
2022 Q4	–	Sell	-150,474	Closed	-$11.3M	–	29
2022 Q3	$11.3M	Sell	150,474 -145,833	-49%	-$14.2M	1.42%	28
2022 Q2	$27M	Buy	296,307 +143,706	+94%	+$14.5M	2.52%	21
2022 Q1	$16.8M	Buy	152,601 +39,280	+35%	+$4.57M	1.29%	25
2021 Q4	$15.6M	Buy	113,321 +96,402	+570%	+$14.3M	1.77%	21
2021 Q3	$2.7M	Sell	16,919 -174,139	-91%	-$31.8M	0.27%	36
2021 Q2	$35M	Sell	191,058 -174,456	-48%	-$30.1M	3.81%	12
2021 Q1	$57.1M	Buy	+365,514	New	+$62.4M	5.3%	5

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cavalry Management Group's FIVN Position: Q2 2023 in Review

Cavalry Management Group sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 83,985 shares — an estimated $6.07M sold.

Cavalry Management Group first reported a position in FIVN in Q1 2021 and held it in 8 quarters. The position peaked at $57.1M in Q1 2021. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Cavalry Management Group reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
Cavalry Management Group sold 83,985 FIVE9 shares in Q2 2023, an estimated $6.07M.
Cavalry Management Group first reported a position in FIVE9 in Q1 2021 and held it in 8 quarters.
Cavalry Management Group's FIVE9 position peaked at $57.1M in Q1 2021.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Cavalry Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.